Podcast Episodes

Climbing a ‘bond ladder’ 04/09/25

Amid the volatility, are you looking for something with stable income and the long-term investment stability of government bonds? As is often said: “…

1 year, 6 months ago

Active ETFs rocket past $1T, 10% of AUM 3/31/25

Amid the market volatility, demand for actively-managed ETF strategies has been unrelenting. This industry is more than happy to serve. But, here’s w…

1 year, 7 months ago

The next big things, live from Exchange ETF conference 3/24/25

What are the hottest areas for growth in the ETF industry? We find out, live from the single largest gathering of ETF industry professions, asset man…

1 year, 7 months ago

Staying fixated on fixed income 3/18/25

With volatility up and yields down, what should you be doing with the fixed income portion of your portfolio now? We dive into that.

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1 year, 7 months ago

Elevated volatility elevates interest in buffered ETFs 3/12/25

For those looking to add down-side protection to their portfolios, a slew of new products can make it easier than ever.  

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1 year, 7 months ago

The controversial rise of private credit/equity 3/3/25

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1 year, 8 months ago

The leverage explosion 2/24/25

Leverage, inverse and single-stock funds have exploded in popularity. But, could a turn in the market leave some investors imploding? What to know be…

1 year, 8 months ago

Finding “Freedom” Overseas? 2/19/25

In general, international markets are surging ahead of U.S indices. However, finding quality opportunities overseas can be tricky. Find out how one f…

1 year, 8 months ago

Preeminent Charles Ellis is “Rethinking Investing” 2/10/25

A founder of the index investing movement and author of “Winning the Losers Game”, Charles Ellis offers his new take on the markets. Fifty years on, …

1 year, 8 months ago

Underprepared for Uncertainty? 2/3/25

From tariff turmoil to concentration risk, the margin for error in portfolios is getting ever smaller… and it seems most investors are perhaps not as…

1 year, 9 months ago